Stephanie Bennett is a registered investment advisor at D.A. Davidson & CO., based in Pasadena, CA, with 29 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
301 North Lake, Suite 800, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie owns residential rental property in Meridian, ID, since 2019, spending minimal time collecting rent and scheduling repairs. Stephanie also owns a sole proprietorship raising and occasionally selling dogs/horses and related products, dedicating minimal time to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.
Previous Registrations
Crowell Weedon & CO.
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Royal Alliance Associates, INC.Broker
State Registrations35 states
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